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Counterpoint Mutual Funds’s Western Digital WDC Stock Holding History

Counterpoint Mutual Funds’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,624
Closed -$280K – 500
2025
Q4 		$280K Sell
1,624
-18,271
-92% -$2.77M 0.02% 319
2025
Q3 		$2.39M Buy
+19,895
New +$1.63M 0.19% 38
2022
Q3 		– Sell
-3,629
Closed -$123K – 364
2022
Q2 		$123K Buy
+3,629
New +$146K 0.08% 145

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Counterpoint Mutual Funds's WDC Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Western Digital (WDC) in Q1 2026, closing a stake of 1,624 shares — an estimated $280K sold.

Counterpoint Mutual Funds first reported a position in WDC in Q2 2022 and held it in 3 quarters. The position peaked at $2.39M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 1,624 Western Digital shares in Q1 2026, an estimated $280K.
  • Counterpoint Mutual Funds first reported a position in Western Digital in Q2 2022 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Western Digital position peaked at $2.39M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.